Pool service proposal template

Pool owners want one thing: to never think about the pool. The proposal that wins says exactly what happens every week, what it costs for the season, and what is not included, so the first cloudy day does not become a phone call. This template prices the visit as a quantity and the equipment work as optional lines.

Use this templateFree, unlimited, no card.
The template, as your client sees it
Clearwater Pool Care
Licensed and insured

Weekly pool service

Prepared for
Dana Whitfield
By
Mike Reilly

The service

A weekly visit and a text with the readings

Weekly visit: test and balance chemistry, skim, brush, vacuum, empty baskets, check equipment. A text after each visit with the readings. Chemicals included up to the listed monthly amount.

At a glance

What is included

  • Weekly chemistry test and balance
  • Skim, brush, vacuum, empty baskets
  • Equipment check each visit
  • A text with the readings after every visit

Not included: repairs and parts, quoted before any work

Your investment

Pricing

Weekly service
Per visit, chemicals included
22 × $160.00
$3,520.00
Pool opening
Cover off, start-up, first balance
$425.00
Pool closing
Winterize lines, cover on
$425.00
Filter deep clean, mid-seasonOptional, included
$175.00
Salt cell cleaningOptional, not included
$95.00
Total
$4,545.00
Deposit on signing
$1,136.25
Balance on completion
$3,408.75

Chemicals and parts are taxed. Service is not.

Timeline

  1. 1
    OpeningLate April
  2. 2
    Weekly serviceMay to September
  3. 3
    Closing and coverOctober

Good to know

Questions people ask before saying yes

What if the chemistry is off?+

We correct it on the spot and note it in your text. If something keeps drifting, we tell you why and what it costs to fix.

Do I need to be home?+

No. We need gate access and the equipment pad unlocked.

What happens when you sign

Step 1
Sign below
Typed or drawn, takes a minute
Step 2
Pay the deposit
Card on this page, or a check
Step 3
We pick a start date
You hear from us within two business days

Terms

Season deposit at signing, balance billed monthly. Repairs over the listed amount are approved by you first. Green pool recoveries are quoted separately.

Sample content and prices. Optional items are marked; on a real proposal the client toggles them and the total updates.

What a pool service proposal should include

The weekly visit as a checklist: test and balance, skim, brush, vacuum, baskets, equipment check, and a text with the readings. The chemical allowance included per month, and what happens above it. Opening and closing as their own lines because they are different days with different crews.

Repairs above a stated amount need approval. Green pool recoveries are quoted separately. Both belong in the terms, both prevent the invoice argument.

How to price the optional items

The mid-season filter deep clean on by default; it is the visit most owners skip and most regret. Salt cell cleaning off by default for the owners who have one. Materials and parts taxable where required; keep labor separate so the tax line is right.

Mistakes that lose pool clients

Quoting per month without the visit count. Weeks vary by season and clients feel overcharged in May. Not saying who pays for chemicals. Include an allowance and the overage rate. A 21-day expiry gets the season booked before opening week.

Deposit and payment

Twenty-five percent at signing covers the opening. Bill the balance monthly across the season.

Questions

Should chemicals be included?
Include a monthly allowance and state the overage rate. It is simpler for the client and protects you in a hot August.
How do I price openings and closings?
As separate one-time lines. They are distinct work and the client expects to see them.
What about repairs?
Set an approval threshold in the terms. Anything above it, you quote and they approve before the work happens.

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